WORDPRESS TUTORIAL - SALTECH SYSTEMS
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Web • IT • Cloud • Marketing • Design WordPress Tutorial This document is meant to give a general overview of using WordPress to edit content on your website. The intention of this tutorial is to cover the basics of WordPress and is meant to supplement any additional training you receive from our team. Always feel free to reach out to our design team for any additional support and assistance you may need with your website. abigail@saltechsystems.com (515) 520-8200 Saltech Systems WordPress Tutorial
Table of Contents We are constantly improving your website with the latest technology and security updates. Due to these updates, some items in this tutorial may look slightly different when editing your website. Check out our online tutorial for the most up-to-date instructions, FAQs, and troubleshooting! saltechsystems.com/wp-tutorial 01: Getting Started 04: Page Editor Basics 1 - What is WordPress? 6 - Basic Text Editing & Links 1 - Logging into WordPress 7 - Editing Buttons 2 - WordPress Dashboard Overview 7 - Duplicating Content 7 - Page Layout 02: Blog Posts 3 - Create, Edit, and Delete Blog Posts 05: Common Plugin Editing 4 - Post Editor Basics 8 - Slider Revolution 9 - Essential Grid 03: Media Library 9 - Event Calendar 5 - Media Library Overview 5 - Attachment Details 06: Troubleshooting 5 - Optimizing Images 10 - Common Questions Saltech Systems WordPress Tutorial
01: Getting Started What is WordPress? WordPress is a publishing software that is used to create websites. Since it was estab- lished in 2003, WordPress has become one of the most popular website platforms, pow- ering 35% of the internet! WordPress powers websites for a wide range of businesses from small hobby blogs to large companies like Miscrosft, Best Buy and Walt Disney. One of the primary benefits of using WordPress for your company’s website is that it is easy to learn and use - no coding knowledge is required to make basic content updates to your website. WordPress is also extremely customizable and has virtually endless functionalities that we can implement on your website. Logging into your WordPress Website 1. To login to your website add /wp-admin to the end of your websites domain. Ex: https://yourwebsite.com/wp-admin 2. You will reach a screen that looks similar to the image below, enter the login credentials that our team has provided you. Saltech Systems WordPress Tutorial 1
01: Getting Started WordPress Dashboard Overview The WordPress Dashboard is the starting point for administrative tasks such as editing pages, posts, media, etc. It is the first page you will see after logging into your website. 1. To navigate to the front end of your website: Hover over the site title in the upper left corner of the screen > click “visit site”. To navigate back to the dashboard, follow the same steps, except select “Dashboard”. 2. Google Analytics Quick View: From the dashboard you can see some quick data about traffic to your website. Interested in learning how to increase traffic? Contact our team to learn about our SEO & digital marketing services. 3. Other links: Make note of all of the links along the left side of the dashboard, the tabs you will probably use most often will be Posts, Media, and Pages. You may utilize some other tabs depending on various functionalities of your website. 4. To log out of your account: Hover over your name in the top right corner of the dashboard, click log out. Saltech Systems WordPress Tutorial 2
02: Blog Posts Creating, Editing, and Deleting Blog Posts Your website might inlcude blog posts to display news, announcements and more on your website. Blog posts are great ways to continuosly produce new content on your website, which can be useful for current & prospective customers, as well as help improve your ranking in Google and other search engines. 1. To view your blog posts: Head to the WordPress dashboard (/wp-admin). Click the “Posts” tab on the left side of the screen. You will see a table with all posts that are published on your website. 2. To create a new post: Click the button near the top of the screen. View the next page in this tutorial to learn how to edit your new blog post. 3. To edit or delete an existing post: Find the title in the list of posts > hover over the title > click “Edit” or “Trash”. Saltech Systems WordPress Tutorial 3
02: Blog Posts Post Editor Basics 1. Enter Title: It’s best to keep your post title short, yet descriptive. 2. Enter Post Content: Use the “Visual Editor” to edit content. For further information on how to use the visul editor, visit this resources from WordPress.org. 3. Post Categories & Tags: If your website utilizes categories or tags, select the category(s) and/or tag(s) that you’d like to assign to the post. These make it easy for users to filter posts based on what they are looking for, and may also affect where the post is displayed on your website. 4. Featured Image: Select to open the media library and select an image to use. The featured image is the large image that appears across the top of your blog post, and it may also be used as a thumbnail in other parts of your website that will link to the full post. It is best to use a large, quality image for this. 5. Publishing your post: Click to publish your post. Use this button to save your post as a draft if you don’t want to publish it yet, or you can schedule your post to be published automatically by clicking “edit” here - Saltech Systems WordPress Tutorial 4
03: Media Library Media Library Overview The media library is where all images, pdfs, and other media is stored. 1. To access the media library, head to the WordPress dashboard click - 2. To upload new items, click then either drag and drop your files in the upload area or click to upload files from your computer. Attachment Details 1. Click on an image in the media library to open the Attachment Details Pop-Up. 2. Alt Tags: These are important for SEO and accessibilty. For screen readers and web crawlers who can’t view images, these alt tags will be used as a description. 3. Copy Link: You will mainly need to access these if you are linking PDFs on your website - ex: newsletter archive. Copy/Paste this link on the front end of your website so users can view and download PDF files. Image Optimization Front and Bac k of Sa ltec h Sy.. Often times, images may come with very large file sizes. It’s important that you optimize your images to give your users the best experience possible. Optimiz- ing images can help your website load faster = happy users & happy search engines! Here is a great resources to make optimzing your images easy -Optimizilla Online Image Compressor Saltech Systems WordPress Tutorial 5
04: Page Editor Basics Pro Page Builder The Pro Page Editor allows you to visually adjust the content of your website. 1. Open the page editor: Navigate to the page you’d like to edit on the front end of your website. In the top black bar, click Pro > Edit Page. This opens up the page builder. The left side of the screen contains all editing functionalities, while the right side of the screen is a preview of what the page will look like on the front end. 2. Text Editing: For most text edits, simply double click directly on the text that you would like to edit, and type your changes directly within the page. 3. Text Links (PDF’s, External Links): When editing text, hilight the text you’d like to add a link to, click the link icon and paste your desired URL. Click “Okay” to attach link. h ttp s: // s al te c h sy ste m s . c om / w e b -d e s i gn I ow a w e b d e s i gn Change the “Target” if you want to open the link in a new window Saltech Systems WordPress Tutorial 6
04: Page Editor Basics 4. Editing Buttons: Click the button you want to edit. In the left side bar you can change the URL, as well as the button text (you will need to scroll towards the middle of the side bar to view the text setup section). 5. Replacing Images: Select the image on the page you want to change. In the left side bar a small preview of the image appears. Hover over this pre- view, click the X, then click the + to open the media library and upload/select your new image. 6. Duplicating Content: The best way to add new content to your page is to duplicate content that already exists. You can duplicate anything on the page from a single section of text, to an entire section of the page. Hover over content until you see a green or blue outline around the element you’d like to duplicate > click to select. In the left column click the duplicate button. To delete content- do the same, except click the Delete button. 7. To rearrange sections: At the very top of the left side bar, click “Layout”. This shows you how your page is arranged. you can drag and drop sections and elements to change the order on the page. 8. Save your changes! Click the button in the lower right corner of the editor. Saltech Systems WordPress Tutorial 7
05: Common Plugin Editing WordPress is extremely versatile in when it comes to having the ability to add various functionalities to your website. These additional functionalities are added using 3rd-par- ty “plugins”. Every website is unique, so we can’t cover all of the plugins in this tutorial. See below for some basic editing tips for plugins that we use on a lot of our websites. And of course, always feel free to reach out to our team for help and additional training on the various plugins that we use on your website. Slider Revolution If you have an image slider on your home page, we have probably used slider revolution to create this. For the most part the slider should be all set up for you, we are always willing to assist you in editing this, but if you’d prefer to make simple image and text updates yourself here are some basic instructions: 1. From the home page of your website, in the top black bar hover over “Slider Revolution” and then click the title of your slider. (You can also access this from the tabs in the left of the WordPress dashboard) 2. You can click on any text and edit it within the right side bar. 3. To switch between slides, click then select the desired slide. 4. Replacing the background image: Click on in the upper right. Click Background. Click “Media Library” to open the media library to select a new background image. Note that most slider images should have dimensions of about 1920px x 750px to display properly. 5. Save your changes! Click the save button in the bottom right to save your changes. NOTE: Your website may be using an older version of Slider Revolution so the layout of your plugin may look different. Saltech Systems WordPress Tutorial 8
05: Common Plugin Editing Essential Grid If you have an image grid on your website, it probably uses Essential Grid. 1. To open the plugin editor, head to the WordPress dashboard - find the “Ess. Grid” tab in the left side bar (it is typically towards the bottom of the side bar) 2. Find the title of the grid you want to edit > click the green “Settings” button 3. To upload a new photo, click the “Images” tab near the top center of the editor. 4. Select “Bulk” > this will pull up the Media Library where you can select your desired images. 5. Some image grids contain captions or titles. To edit this find the image within the grid preview in the bottom half of the page > click the Green settings icon to open the editor. It’s easiest to base the changes you make in the editor on other elements that have the correct fields filled in, as there is many fields in this editor that you won’t need to use. 6. If your essential grid requires more advanced editing features, our team is here to help train you, or complete the edits/updates for you! 7. To save your changes to the grid, click the green “Save” icon on the right side of the screen. Events Calendar If your website contains an event calendar, we have probably used an events plugin on your website. We may use different calendar plugins based on the needs of your website, so instructions for adding events may be different. Most events can be added just like blog posts, except in your WordPress dash- board there is a tab for “Events” instead of “Posts”. There will also be additional fields within the post editor like date, time, and location. We will go over adding & editing events in ypur WordPress training, and we can always assist with your questions via phone or email!. Saltech Systems WordPress Tutorial 9
06: Troubleshooting I saved my changes, why aren’t they showing up on my website? We use caching software which helps to speed up the load time of your website. This helps retain users and improve your SEO rankings. Due to caching, some changes may not appear immediately on the front-end of your website. In the top black bar of your site, you can clear the cache by hovering over “WP Rocket” > then Click “Clear Cache”. You may also need to clear your browsers cache by pressing [Ctrl], [Shift] and [del] on your Keyboard. Why isn’t my website showing up at the top of search results? We optimize your website to perform well in search results by following some SEO best practices when building your website. These technical things include; adding Title & Alt Tags, speeding up the load time, submitting your website to Google Search Console, creating a site-map and more. The technical side of SEO is just one small part of SEO. Contact our team to learn about how we can help improve your rankings even more! How can I add new features to my website? If you want to add a new page, blog, custom form, online store, memberships, or any other functionality to your website, contact our team! We have the ability to implement many different functionalities on your website. But wait... there’s more! You’ll find FAQ’s, plugin tutorials and more on our website - saltechsystems.com/wp-tutorial Always feel free to reach out to our team, we’re happy to help! abigail@saltechsystems.com (515) 520-8200 Saltech Systems WordPress Tutorial 10
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